Bank OZK’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bank OZK’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,619	Closed	-$390K	–	148
2024 Q3	$390K	Buy	+16,619	New	+$385K	0.16%	112

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank OZK's GOVT Position: Q4 2024 in Review

Bank OZK sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 16,619 shares — an estimated $390K sold.

Bank OZK first reported a position in GOVT in Q3 2024 and held it in 1 quarter. The position peaked at $390K in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

Bank OZK reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Bank OZK sold 16,619 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $390K.
Bank OZK first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
Bank OZK's iShares US Treasury Bond ETF position peaked at $390K in Q3 2024.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Bank OZK's 13F filing for Q4 2024, filed 5 Feb 2025.